2025-05-15T16:32:00-05:00 2024-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-07-01 320016048 PORTLAND BUSINESS ALLIANCE PORT 5032248684 121 SW SALMON ST 1440 PORTLAND OR 97204 ANDREW HOAN PRESIDENT & CEO 5032248684 2025-05-14 1 1 SANG AHN P00540880 5032270581 2023 2025-03-06 01:10:19Z ANDREW HOAN 121 SW SALMON ST 1440 PORTLAND OR 97204 11152203 0 X WWW.PORTLANDALLIANCE.COM X 2002 OR TO ENSURE ECONOMIC PROSPERITY IN THE PORTLAND REGION BY PROVIDING STRONG LEADERSHIP, PARTNERSHIP, AND PROGRAMS THAT ENCOURAGE BUSINESS GROWTH AND VITALITY. 72 72 40 100 0 0 1569398 1623157 8830632 9258508 26601 37835 151982 196099 10578613 11115599 239903 15000 0 0 2358611 2656785 0 0 0 8517372 8402142 11115886 11073927 -537273 41672 5521904 5285247 4734516 4355334 787388 929913 X TO ENSURE ECONOMIC PROSPERITY IN THE PORTLAND REGION BY PROVIDING STRONG LEADERSHIP, PARTNERSHIP, AND PROGRAMS THAT ENCOURAGE BUSINESS GROWTH AND VITALITY. 0 0 GOVERNMENT RELATIONS PROGRAM PROMOTES AND ADVOCATES PUBLIC POLICIES FOR THE DEVELOPMENT AND GROWTH OF THE CITY OF PORTLAND AND THE METROPOLITAN REGION AS A FOCUS FOR BUSINESS, PROFESSIONAL, GOVERNMENT AND CULTURAL ACTIVITIES. PUBLIC RELATIONS, MARKETING AND BUSINESS DEVELOPMENT PROGRAMS EXIST TO SUPPORT AND ENHANCE DOWNTOWN AND OTHER PARTS OF THE PORTLAND REGION. PUBLIC SPACE MAINTENANCE AND SECURITY PROGRAMS PROVIDE EMPLOYMENT OPPORTUNITIES, PUBLIC INFORMATION AND COMMUNITY BEAUTIFICATION FOR DOWNTOWN CITY SIDEWALKS AND OTHER PUBLIC PARKS AND FACILITIES. BUSINESS DEVELOPMENT AND MEMBERSHIP ACTIVITIES PROVIDE SUPPORT AND EDUCATION FOR THE PORTLAND BUSINESS COMMUNITY. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 23 0 40 1 0 0 0 0 1 1 0 0 0 0 0 X 72 72 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANDREW HOAN 5032248684 121 SW SALMON ST 1440 PORTLAND OR 97204 ALANDO SIMPSON CHAIR 12.00 0.10 X X 0 0 0 WILL RASMUSSEN CHAIR ELECT 5.00 X X 0 0 0 ART AVITIA VICE CHAIR FOR MEMBERSHIP 3.00 X X 0 0 0 GRACIELA COWGER VICE CHAIR FOR CENTRAL CITY 3.00 X X 0 0 0 PETER ANDREWS VICE CHAIR FOR GOVERNMENT RELATIONS 3.00 X X 0 0 0 VICTORIA LARA VICE CHAIR MARKETING AND COMMUNICATIONS 3.00 X X 0 0 0 LIZ FULLER CORPORATE SECRETARY 3.00 X X 0 0 0 MICHAEL LIU TREASURER 3.00 X X 0 0 0 JESSICA GETMAN CHAIR EMERITUS 3.00 0.10 X X 0 0 0 VANESSA STURGEON DOWNTOWN PORTLAND CLEAN & SAFE REPRESENTATIVE 3.00 X 0 0 0 COURTNEY MARTIN MANUFACTURING REPRESENTATIVE 3.00 X 0 0 0 ELLIE BOOTH MEMBER AT LARGE 3.00 X 0 0 0 JULIA BANKS MEMBER AT LARGE 3.00 X 0 0 0 KATHRYN WILLIAMS MEMBER AT LARGE 3.00 X 0 0 0 LISA MURPHY MEMBER AT LARGE 3.00 X 0 0 0 MELISSA VAILLANCOURT MEMBER AT LARGE 3.00 0.10 X 0 0 0 RYAN FLYNN MEMBER AT LARGE 3.00 X 0 0 0 ANDREW COLAS SMALL BUSINESS REPRESENTATIVE 3.00 X 0 0 0 ALLEN FORE BOARD MEMBER 3.00 X 0 0 0 AMIR JOHNSON BOARD MEMBER 3.00 X 0 0 0 ANDREW SCHPAK BOARD MEMBER 3.00 X 0 0 0 BENTON STRONG BOARD MEMBER 3.00 X 0 0 0 BRET STEVENS BOARD MEMBER 3.00 X 0 0 0 BRETT BAKER BOARD MEMBER 3.00 X 0 0 0 BRIANNE MARGOLIN BOARD MEMBER 3.00 X 0 0 0 CANDACE BEEKE BOARD MEMBER 3.00 X 0 0 0 CHAD MELVIN BOARD MEMBER 3.00 X 0 0 0 CHARLES WILHOITE BOARD MEMBER 3.00 X 0 0 0 CHERYL LINDER BOARD MEMBER 3.00 X 0 0 0 DAVE HANSEN BOARD MEMBER 3.00 X 0 0 0 DAVID CHOWN BOARD MEMBER 3.00 X 0 0 0 DAVID DUGAN BOARD MEMBER 3.00 X 0 0 0 DEBBIE HUTCHINS BOARD MEMBER 3.00 X 0 0 0 DEBORAH HERRON BOARD MEMBER 3.00 X 0 0 0 DIANE ECONOMAKI BOARD MEMBER 3.00 X 0 0 0 HARRY CHEEMA BOARD MEMBER 3.00 X 0 0 0 JT HUTCHINSON BOARD MEMBER 3.00 X 0 0 0 JARED HOLUM BOARD MEMBER 3.00 X 0 0 0 JASON GREEN BOARD MEMBER 3.00 X 0 0 0 JENNIFER PRICE BOARD MEMBER 3.00 X 0 0 0 JILL MACKIE BOARD MEMBER 3.00 X 0 0 0 JOHN COY BOARD MEMBER 3.00 X 0 0 0 JOHN GROSSI BOARD MEMBER 3.00 X 0 0 0 JOHN MAHER BOARD MEMBER 3.00 0.10 X 0 0 0 KRISTEN SHEERAN BOARD MEMBER 3.00 X 0 0 0 MARION HAYNES BOARD MEMBER 3.00 X 0 0 0 MATT GOODMAN BOARD MEMBER 3.00 X 0 0 0 MATT KEATING BOARD MEMBER 3.00 X 0 0 0 MATT VAUGHN BOARD MEMBER 3.00 X 0 0 0 MERRIN PERMUT BOARD MEMBER 3.00 X 0 0 0 MICHAEL HURLEY BOARD MEMBER 3.00 X 0 0 0 MOLLY MAVROLAS BOARD MEMBER 3.00 X 0 0 0 NATALIE KING BOARD MEMBER 3.00 X 0 0 0 NICK FRITEL BOARD MEMBER 3.00 X 0 0 0 NIMA DARABI BOARD MEMBER 3.00 X 0 0 0 NOLAN LEINHART BOARD MEMBER 3.00 X 0 0 0 ORLANDO WILLIAMS BOARD MEMBER 3.00 X 0 0 0 PARNA MEHRBANI BOARD MEMBER 3.00 X 0 0 0 PATRICK MENZIES BOARD MEMBER 3.00 X 0 0 0 PAUL SNYDER BOARD MEMBER 3.00 X 0 0 0 RALPH COLE BOARD MEMBER 3.00 X 0 0 0 REGENA FRIEDEN BOARD MEMBER 3.00 X 0 0 0 RICH WHITE BOARD MEMBER 3.00 X 0 0 0 ROBIN BEAVERS BOARD MEMBER 3.00 X 0 0 0 RYAN CHIEFFO BOARD MEMBER 3.00 X 0 0 0 SASKIA DE BOER BOARD MEMBER 3.00 X 0 0 0 STEVE ROSELLI BOARD MEMBER 3.00 X 0 0 0 TED FETTIG BOARD MEMBER 3.00 X 0 0 0 TONY KOPKI BOARD MEMBER 3.00 0.10 X 0 0 0 TRAVIS DRILLING BOARD MEMBER 3.00 X 0 0 0 TRAVIS HARPER BOARD MEMBER 3.00 X 0 0 0 TROY DICKSON BOARD MEMBER 3.00 0.10 X 0 0 0 ANDREW HOAN PRESIDENT & CEO 55.00 2.00 X 306960 0 11278 JONATHAN ISAACS VP GOVERNMENT AFFAIRS 50.00 X 190877 0 24307 BENJAMIN FORSTAG VP STRATEGIC PARTNERSHIPS 50.00 X 167500 0 21961 MARK WELLS VP DOWNTOWN SERVICES 50.00 X 165318 0 22663 ARIANA ALEJANDRES VP FINANCE & OPS 40.00 10.00 X 162500 0 19294 MARI WATANABE EXEC. DIRECTOR, PID 10.00 40.00 X 145548 0 17590 1138703 0 117093 7 0 1 0 CENTRAL CITY CONCERN 232 NW 6TH AVE PORTLAND OR 97209 CLEANING SERVICES 1068251 GARDAWORLD SECURITY SERVICES PO BOX 843886 KANSAS CITY MO 64184 SECURITY SERVICES 711940 2 1581646 41511 16900 1623157 CONTRACT REVENUE - CLEAN & SAFE 561000 6496949 6496949 OTHER CONTRACT REVENUE 900099 2110645 2110645 MEETINGS 900099 650914 650914 9258508 37835 37835 45584 41511 36604 8980 8980 SPECIAL PROJECTS 900099 175203 175203 CERTIFICATES OF ORIGIN 900099 6440 6440 OTHER REVENUE 900099 5476 5476 187119 11115599 9445627 0 46815 15000 364969 1829223 90244 183908 188441 5871 23350 215957 63340 195947 316726 273246 30466 22974 CONTRACT SERVICES 6899236 MEMBERSHIP EVENTS 181252 TAXES, LICENSES, DUES 78195 95582 11073927 396416 149610 42646 32613 943383 1036660 215808 269792 261119 104133 179446 156986 1136458 1275057 2607747 2364529 5521904 5285247 1071334 822089 835641 935886 2827541 2597359 4734516 4355334 X 787388 929913 787388 929913 5521904 5285247 41672 100853 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1581646 68063 -150019 -81956 63266 -145222 192406 87041 105365 19800 8910 10890 48913 8182 40731 156986 EQUITY FUNDS 699378 F FIXED INCOME FUNDS 575679 F 1275057 OPERATING LEASE RIGHT-OF-USE ASSETS 2364529 2364529 DEPOSITS HELD 1533 DUE TO RELATED ENTITY 15000 OPERATING LEASE LIABILITIES 2580826 2597359 X 11298805 100853 45749 36604 183206 11115599 0 11115599 11156280 45749 36604 82353 11073927 0 11073927 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISION OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 36,604. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 36,604. GOLF SCRAMBLE 87095 41511 45584 2376 29684 55 4489 87095 41511 45584 2376 29684 55 4489 36604 8980 1 PORTLAND BUSINESS ALLIANCE CHARITABLE INSTITUTE 121 SW SALMON ST STE 1440 PORTLAND OR 97204 930819366 501(C)(3) 15000 0 FUNDING FOR PORTLAND COMMUNITY COLLEGE SMALL BUSINESS PROGRAM SCHOLARSHIPS 1 0 PART I, LINE 2: THE RECIPIENTS REPORT USES OF CHARITABLE FUNDS AS THEY OCCUR. X 1 1 X X X X 0 0 0 ANDREW HOAN PRESIDENT & CEO 274067 0 32893 0 0 0 6400 0 4878 0 318238 0 318238 0 JONATHAN ISAACS VP GOVERNMENT AFFAIRS 190877 0 0 0 0 0 10827 0 13480 0 215184 0 215184 0 BENJAMIN FORSTAG VP STRATEGIC PARTNERSHIPS 167500 0 0 0 0 0 8716 0 13245 0 189461 0 189461 0 MARK WELLS VP DOWNTOWN SERVICES 165318 0 0 0 0 0 9393 0 13270 0 187981 0 187981 0 ARIANA ALEJANDRES VP FINANCE & OPS 162500 0 0 0 0 0 8415 0 10879 0 181794 0 181794 0 MARI WATANABE EXEC. DIRECTOR, PID 115798 0 29750 0 0 0 7970 0 9620 0 163138 0 163138 0 PART I, LINE 1A MAC MEMBERSHIP FOR ANDREW HOAN, CEO PART I, LINE 1B BOARD APPROVED PAID MEMBERSHIP FOR CEO FORM 990, PART VI, SECTION A, LINE 2 MANY OF THE DIRECTORS REPRESENT COMPANIES THAT HAVE BUSINESS RELATIONSHIPS WITH OTHER COMPANIES REPRESENTED ON THE BOARD. ADDITIONALLY, THE PRESIDENT AND CEO SITS ON THE ADVISORY BOARDS OF TWO COMPANIES REPRESENTED ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 EXECUTIVE COMMITTEE CONSISTS OF NOT MORE THAN TWENTY-ONE VOTING MEMBERS OF THE BOARD OF DIRECTORS INCLUDING THE TEN OFFICER POSITIONS, A SMALL BUSINESS REPRESENTATIVE AND A MANUFACTURING REPRESENTATIVE, BOTH SELECTED BY THE NOMINATING COMMITTEE, AS WELL AS THE CHAIR OF THE CLEAN & SAFE BOARD. AT LEAST TWO OF THE MEMBERS MUST BE DOWNTOWN PROPERTY OWNERS, AND AT LEAST THREE MUST BE LESSEES OF AT LEAST 10,000 SQ. FT. OF SPACE WITHIN THE DOWNTOWN CLEAN & SAFE DISTRICT. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS RECEIVE AN ELECTRONIC COPY BEFORE THE RETURN IS FILED. ANY ITEMS OF CONCERN ARE RESOLVED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SENT THE POLICY ANNUALLY AND REQUIRED TO COMPLETE DISCLOSURE DOCUMENTS. BOARD MEMBERS ARE ASKED TO COMPLETE THE DISCLOSURE DOCUMENT AT THE BEGINNING OF EACH OF THEIR TERMS. THEY ARE ASKED ANNUALLY IF THERE HAS BEEN ANY CHANGE IN POTENTIAL CONFLICT OF INTEREST INFORMATION. IF SO, THEY ARE ASKED TO COMPLETE A NEW FORM. THE DOCUMENTS ARE COLLECTED AND REVIEWED BY THE PRESIDENT & CEO. THE TERMS OF THE CONFLICT OF INTEREST POLICY ARE REVIEWED WITH THE BOARD AND STAFF ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 OUR HR CONSULTING FIRM PROVIDES A SIMILAR ANALYSIS AS REQUESTED ON NEW OR VACANT POSITIONS PRIOR TO FILLING. CEO COMPENSATION IS DETERMINED ANNUALLY BY THE COMPENSATION COMMITTEE, MADE UP OF THE CHAIR, CHAIR EMERITUS, INCOMING CHAIR, AND CHAIR OF CLEAN & SAFE, INC. FORM 990, PART VI, SECTION C, LINE 19 PORTLAND BUSINESS ALLIANCE DOES NOT MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PORTLAND BUSINESS ALLIANCE CHARITABLE INSTITUTE 121 SW SALMON ST STE 1440 PORTLAND OR 97204 930819366 CARRY OUT THE CHARITABLE AND EDUCATIONAL MISSION OF THE PBA OR 501(C)(3) LINE 7 PORTLAND BUSINESS ALLIANCE 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 PORTLAND BUSINESS ALLIANCE CHARITABLE INSTITUTE O 684090 COST